Return · Investment & Capital Strategy

Put capital to work with an institutional framework.

A complete investment background — vehicle structuring, multi-factor portfolio construction, and traditional and alternative strategy. Advisory: KFI designs the framework; you hold the capital.

01

SPV & Fund Formation

The vehicle structured right the first time.

Structuring and formation for SPVs and funds — the legal and financial architecture of a vehicle, advised end to end.

SPV filing docs → 47 seconds

  • SPV formation and structuring
  • Fund formation beyond one-off SPVs
  • Waterfall and economics modeling
  • Subscription and closing document preparation

02

Portfolio Construction

Allocation as a discipline, not an instinct.

Multi-factor portfolio construction and scenario modeling — the methodology of a quant desk, designed for your mandate.

Multi-factor · backtested frameworks

  • Multi-factor portfolio construction methodology
  • Risk modeling and scenario analysis
  • Backtested framework design
  • Rebalancing and allocation logic

03

Strategy — Traditional & Alternative

The full opportunity set, framed by someone who knows it.

Selection and design across traditional and alternative strategies — a complete background you can lean on to fill the gaps.

Public, private, and alternative strategy design

  • Traditional strategy selection (public / fixed income)
  • Alternative strategy design (private, venture, real assets)
  • Manager and structure evaluation
  • Founder-liquidity and treasury advisory

The agentic edge

Portfolio construction driven by multi-factor, backtested models — not a spreadsheet and a hunch.

New capital, new raise. Raise →

Structure a vehicle.

$20K–$250K. Seed through Series B. Scoped to what you actually need.

Advisory, not investment management. KFI does not hold discretion or manage money, and is not a licensed investment adviser.

Structure a vehicle →